TerramineDESKTalk to our team
CRM for B2B sales teams

AI that helps your team understand customers and follow through.

Ask questions about your pipeline, capture key details from conversations and prepare the next action. Terramine Desk connects AI voice agents with customer records, deals and tasks, so your team can review the work and keep every follow-up moving.

Try the workspaceFollow the customer story
Terramine Desk interface · Demonstration data
Terramine Desk CRM lead board with contact cards, customer stages, local times and next-call information. Enlarge screen
01 / 03 · Leads

See the relationship and the next action.

A lead board brings the contact, company, local time and next call into the same view.

Try this workflow

Screenshots from the product. The interactive demo is a simplified guided example, not a copy of every product screen. Screenshots show the product version captured at the time.

Product screenshot

Try this workflow
Where it fits

Customer context for your team and your AI agents

Keep companies, contacts, leads and deals in one shared workspace, with the calls, emails and tasks behind each relationship. The CRM assistant answers questions and proposes action plans for review; small edits to the open record can apply immediately. Configured voice agents use customer history and company instructions during calls, then capture the outcome and agreed follow-up.

Work through conversation

Your workspace, one conversation away.

Chat with Terramine Desk to find information, understand what’s happening and get work done across CRM, calls, email, orders and tasks.

Built-in tools connect the AI to your workspace records and actions. Ask in your own words: the assistant can look up information, bring the context together and prepare changes for your approval.

Review proposed plans before confirming. Small edits to the open record can apply immediately; enabled automation follows its configured rules.

Discuss your workflow

What you can ask

  • What happened with this customer?
  • Show me the open deals for this company.
  • Create a deal and a follow-up task.

Ask Desk

Fictional sample data · choose a conversation to explore.

What is the next step for Aster Equipment?

Terramine Desk

Jane requested two filter elements and one seal kit, with delivery to Manchester within seven days. Mia needs to confirm stock and onward delivery, then prepare the quotation.

You could ask me to prepare a follow-up task or help with the order. This sample describes the incoming enquiry; the outgoing call is a separate later-stage example.

Sample context: Customer record · Quotation · Email history

Explore an example order
Example from the interactive demo

Meet Aster Equipment

Open the customer card from a call, an email or the CRM board. The contact, owner, next action and linked records are the same everywhere.

Explore the customer in CRM

What AI can help you do in CRM

01

Ask about your customers and pipeline

Find leads, review customer history and identify overdue follow-ups. Ask questions such as “Which customers requested a callback yesterday?” and get answers from your CRM records and conversations.

02

Capture the details that matter

Turn calls into summaries with customer needs, timelines, decision-maker details, objections and agreed next steps. Keep the source conversation available for your team to check.

03

Prepare CRM updates for approval

Ask the assistant to prepare new companies and contacts, update lead stages, create or edit deals, and add notes. Review the proposed changes before applying them.

04

Organise the next follow-up

Prepare linked tasks and schedule callbacks for a person or an AI voice agent. Choose the agent persona for the job; enabled agents can make scheduled calls with the customer context.

05

Personalise calls and outreach

Use customer records, earlier conversations and company-specific instructions to brief agents and prepare relevant outreach messages. Review proposed messages and calling actions before running them.

06

Spend less time entering addresses

Paste an address from an email or document and let AI separate it into structured company fields. Check the suggested details before saving them.

Before you try it

Questions about CRM software

What does CRM software help a sales team do?

Keep customer and contact records, track leads and deals, review communication history and assign the next action. Terramine Desk connects those records to the calls, emails, tasks and orders behind the relationship.

What does AI add to the CRM?

Terramine Desk can answer questions about leads and customer history, extract key details from calls, prepare record updates, draft outreach and organise follow-up tasks. AI voice agents use that same customer context when handling configured calls.

Can the AI change records or call customers on its own?

Ask Desk presents plans for review, while small edits to the open record can apply immediately. Incoming agents and enabled scheduled callbacks run according to their configuration.

What is the difference between CRM and ERP?

CRM focuses on the customer relationship and sales opportunity. ERP focuses on the commercial work: requested items, supplier responses, quotations and orders. In Terramine Desk, both use the same customer context.

Is this a separate CRM from the calling workspace?

It is one connected workspace. The demonstration lets you move between workspaces while keeping the same customer in view.

Can the team review what the agent captured?

Yes. The customer card links back to the call transcript and the source email.

Can I explore a real customer record?

The demo uses fictional sample companies. Production customer data is never loaded into this demonstration.

Your process comes next

Start with one workflow.
Connect the work from there.

Explore the demo Discuss a pilot